See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,857 | $115,770+65.7% | $101,248+89.5% | $158,922+20.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.48% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $16,727 | $4,175+300.7% | $3,660+357.1% | $4,761+251.3% |
| Participant deferral / active EE | $5,231 | $4,957+5.5% | $4,370+19.7% | $5,982-12.6% |
| Admin fee / account holder | $2,172 | $7,245-70.0% | $5,945-63.5% | $11,246-80.7% |